MTS Office Hours: Q1 Audits & External Review
February 14, 2023
1:00 p.m. – 2:00 p.m.MTS Office Hours is a quarterly conference call for MTS professionals to discuss topics and technical valuation issues. The suggested topic for this quarter is Audits & External Expert Reviews, but please feel free to submit your topic or question you’d like answered to the MTS chair at Jnutter@marshall-stevens.com
This quarter’s topic: Best Practices in answering Audits & External Reviews
Hear from a panel of Chicago’s top MTS auditors to discuss the best practices for passing an audit. The event will feature a moderated panel with a short Q&A following.
Our panel includes:
Adam Hill, ASA - Principal | Crowe
Adam Hill is an accomplished valuation professional with over 20 years of experience performing valuation analyses of tangible and intangible assets for private and public companies worldwide for various purposes, including financial reporting, transaction advisory, tax planning, and strategic and financial alternatives.
Scott Jacobson ASA - Director | RSM
Scott Jacobson has been a member of RSM’s Chicago valuation services practice since 2016 after spending more than 15 years between the valuation practice of a Big Four firm, a regional valuation firm, and a global consulting leader. He has extensive appraisal, valuation, and financial analysis experience, specializing in tangible asset valuations, specifically inventory, machinery and equipment, and fixed asset management. Scott has experience with a wide range of assignments for financial reporting, tax planning, and economic planning purposes. He has also been a key member of several consulting engagements and fixed asset management assignments. He has experience valuing assets for companies across industrial and consumer markets.
Mike McGrath, ASA - Senior Manager | E&Y
Michael McGrath is a Senior Manager within EY’s Valuation, Modeling & Economics team, specifically in the Capital Equipment valuation group. He has been with EY for more than ten years and has performed valuations in a wide range of industries including: agriculture, major household appliance manufacturing, consumer goods, heavy duty machinery manufacturing, pharmaceuticals, automotive, and healthcare. He performs valuations, embedded software studies, and cost segregation analyses for a variety of purposes including transaction advisory, tax planning, and financial reporting.
Do you have another topic or question you’d like to discuss?
Please submit comments before January 30 for it to be featured on the agenda.
February 14, 2023
1:00 p.m. – 2:00 p.m.MTS Office Hours is a quarterly conference call for MTS professionals to discuss topics and technical valuation issues. The suggested topic for this quarter is Audits & External Expert Reviews, but please feel free to submit your topic or question you’d like answered to the MTS chair at Jnutter@marshall-stevens.com
This quarter’s topic: Best Practices in answering Audits & External Reviews
Hear from a panel of Chicago’s top MTS auditors to discuss the best practices for passing an audit. The event will feature a moderated panel with a short Q&A following.
Our panel includes:
Adam Hill, ASA - Principal | Crowe
Adam Hill is an accomplished valuation professional with over 20 years of experience performing valuation analyses of tangible and intangible assets for private and public companies worldwide for various purposes, including financial reporting, transaction advisory, tax planning, and strategic and financial alternatives.
Scott Jacobson ASA - Director | RSM
Scott Jacobson has been a member of RSM’s Chicago valuation services practice since 2016 after spending more than 15 years between the valuation practice of a Big Four firm, a regional valuation firm, and a global consulting leader. He has extensive appraisal, valuation, and financial analysis experience, specializing in tangible asset valuations, specifically inventory, machinery and equipment, and fixed asset management. Scott has experience with a wide range of assignments for financial reporting, tax planning, and economic planning purposes. He has also been a key member of several consulting engagements and fixed asset management assignments. He has experience valuing assets for companies across industrial and consumer markets.
Mike McGrath, ASA - Senior Manager | E&Y
Michael McGrath is a Senior Manager within EY’s Valuation, Modeling & Economics team, specifically in the Capital Equipment valuation group. He has been with EY for more than ten years and has performed valuations in a wide range of industries including: agriculture, major household appliance manufacturing, consumer goods, heavy duty machinery manufacturing, pharmaceuticals, automotive, and healthcare. He performs valuations, embedded software studies, and cost segregation analyses for a variety of purposes including transaction advisory, tax planning, and financial reporting.
Do you have another topic or question you’d like to discuss?
Please submit comments before January 30 for it to be featured on the agenda.